| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 31,167 | $4.36M | $4.29M | -$67,126.26 | -1.54% |
| AW Ariel Weisbard Values Added Financial LLC | 4,603 | $444,788 | $625,777.85 | $180,989.85 | 40.69% |
Jacob Going Alpine Bank Wealth Management | 7,634 | $895,392.26 | $1.03M | $132,754.78 | 14.83% |
Scott Boyce Decker Retirement Planning Inc. | 1,428 | $184,095.24 | $191,851.8 | $7,756.56 | 4.21% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 576 | $52,670.06 | $79,130.88 | $26,460.82 | 50.24% |
Gregory Bosch Strategies Wealth Advisors, LLC | 3,471 | $407,856.93 | $469,591.59 | $61,734.66 | 15.14% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 1,660 | $151,184.58 | $225,743.4 | $74,558.82 | 49.32% |
Courtney Holt Compound Planning, Inc. | 11,660 | $1.53M | $1.59M | $60,417.83 | 3.96% |
Katherine Stoner Empower Advisory Group, LLC | 2,099 | $291,089.21 | $281,077.09 | -$10,012.12 | -3.44% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51 | $5,172.17 | $6,927.84 | $1,755.67 | 33.94% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,111 | $724,789.92 | $840,922.49 | $116,132.57 | 16.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,958 | $286,351.21 | $406,517.91 | $120,166.7 | 41.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 44,890 | $5.8M | $6.1M | $296,440.26 | 5.11% |
Bradley H. Owens LJI Wealth Management, LLC | 1,965 | $241,856.77 | $265,844.85 | $23,988.08 | 9.92% |
Annmarie Young KPP Advisory Services LLC | 2,066 | $235,813 | $278,114.59 | $42,301.59 | 17.94% |
Alisha Arvold Christopher J. Hasenberg, Inc | 15 | $2,080 | $2,025.75 | -$54.25 | -2.61% |
Thomas Dobbins New Republic Capital, LLC | 1,131 | $161,554.6 | $152,249.56 | -$9,305.04 | -5.76% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,966 | $319,976.95 | $402,708.65 | $82,731.7 | 25.86% |
Norden Group LLC NORDEN GROUP LLC | 2,243 | $289,255.96 | $300,550.78 | $11,294.82 | 3.9% |
Bradley Harsch Strategic Advocates LLC | 502 | $57,299.14 | $67,744.9 | $10,445.76 | 18.23% |